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Vincent M. Casiano, Esq. Casiano Law Firm

Experience

2001-2003 Fellow Real Property, Probate & Trust Section

2002 – Present Member of National Academy of Elder Law Attorneys

2002-2004 Delegate to the State Bar of California Conference of Delegates

2003-2005 Chair of the Estate Planning Committee of ABA’s GP Solo Section

2004-2005 Chair of the Elder Law Section of the San Diego County Bar Association

2006-2007 San Diego Superior Court Probate Rules Committee

2005 – Present Member of Wealth Counsel

2006 – Present Charter member of the Academy of Special Needs Planners

Attorney Casiano is a frequent lecturer to both lay persons and professional groups in the areas of estate planning, elder law, Medi-Cal planning, asset preservation, special needs planning, conservatorships (both contested and non-contested), probate, trust administration, elder abuse and will and trust disputes.

Recent Conference and Legal Educational Seminar Attendance

2020 April Academy of Special Needs Planners Annual Conference

2020 March California Chapter of the National Academy of Elder Law Attorneys Summit

2019 December San Diego Bar Association Court Appointed Attorney Training

2019 May Dallas National Academy of Elder Law Attorneys Annual Conference

2019 February Special Needs Trust Symposium

2018 June Southern California Business Succession Conference

2018 April Academy of Special Needs Planners Annual Conference

2018 February National Academy of Elder Law Attorneys Summit

Recent Public Speaking Engagements

2020 August – Accessing Public Benefits

2020 August – COVID-19’s Impact on Social Security Claiming Decisions

2020 August – CalABLE Webinar: CalABLE Accounts and Special Needs Trusts

2020 July – Estate Administration from Start to Finish – Handling Estate Administration Tax Issues and Distribution and Closing of the Estate.

2019 December – Trust and the Ultimate Guide – presented on Special Needs Trust, Medicaid Trusts, IRA Trusts and ABLE Accounts

2019 December – Probate for Paralegals – presented on How to Prepare and File the Inventory, Final Account and Closing the Estate

2019 August – Estate Planning Ultimate Guide – presented on Special Needs Trusts

2019 January – Trusts – presented on Transfers during Life and Inter-Vivos Trusts, Planning for Long Term Care and End of Life Decisions

2018 August – Ultimate Trust Guide – presented on Special Needs Trusts and Legal Ethics

2018 June – Probate and Trust Litigation – presented on Testamentary Capacity and Undue Influence

2017 December – Estate Planning from A-Z – presented on Powers of Attorney

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